Right to Access Cases

Updated 

The Right to Access Cases section under Privacy complies with Data Subject's right to Transparency as defined under GDPR. It confirms the right to access the data about an individual within Sprinklr. 

To Navigate to Right to Access Cases

  1. Click the New Tab icon Screen Shot 2017-09-25 at 1.52.25 PM.png and select Right to Access Cases under the Privacy.Unified Front Office Platform_Privacy_RightToAccessCases
  2. Click Create New Right to Access Case in the top right corner. The mandatory fields that must be applied are within the first section, there are some optional fields beyond that.
  3. Click Create Case.Unified Front Office Platform_Privacy_RightToAccessCases_CreateCase
# Term Description
1 Unique Internal Request ID You may insert any reference number to track this request
2 Reason for viewing CXM Data Description for why such request is being executed 
3 Channel Name Select the source from which the Data Subject's details exist within Sprinklr (ex. Twitter)
4 Profile Identifier

The numeric ID or handle. For channels like Twitter or Instagram where handles exist, you can use the handles. If using an email address here, enter the email as is (ex. user@sprinklr.com)

For example, to get all the data for the Sprinklr profile on Twitter (twitter.com/sprinklr), you can use sprinklr or 75263523 here. (75263523 is the numeric ID for the Sprinklr profile on Twitter, which can be found on this site.)

5 Properties (section)
Status Choose from your existing Case Statuses
Priority Select a Priority 
Tags Free-form text field to enter tagging
Case Type Choose from your existing Case Types
Due Date Select a Due Date
Assigned To Select a Sprinklr user to assign this Case to
Sentiment Choose from Sprinklr's Sentiment options (Positive, Neutral, Negative)
6 Custom Properties (section)  Choose from any of your existing Case type Custom Fields 
7 Collaborators (section)
Summary Insert an optional Summary 
Queues Choose from any of your existing Case Queues
Subscribers Add Subscriber to the Case
Comment Add Comment for Subscriber

Applying the Privacy Workflow

Once the Case has been created, double-click the case to see the details and apply the Workflow. The default Privacy Workflow, Default GDPR View Process has been applied to this Case. Select Tasks to view the various steps of the Workflow. 

Note:

If you have edited and updated the Default Workflow, the actions that you set will be applied to this Case. In the example below, the Default Workflow has not been edited, actions are applied at the Task level.

1. The first Task is the Right to Access Case Approval. Once this Task is assigned, approved and the status is updated to Complete, the system will do a back-end search for all the data containing the Data Subject's profile information. Selecting Refresh will then show the next Task. 
Unified Front Office Platform_Privacy_RightToAccessCases_RefreshCase

2. The next Task is to export the data. To do this, select the Task title, Export Profile Data from Sprinklr
Unified Front Office Platform_Privacy_RightToAccessCases_Export
3. Hover over in the bottom right corner of the Export CXM Profile Data section. Click the Sprinklr icon SprinklrIcon.pngThe file will may a few minutes to be downloaded. 
Unified Front Office Platform_Privacy_RightToAccessCases_Export

4. Once this has been Completed, update the Task to Complete.

5. After this, you may choose to update the Case's Status and/or Archive it, among other Case actions which can be found by hovering over the Options Icon Space_Icon_More_Options.png in the top right corner of each Case. 
Unified Front Office Platform_Privacy_RightToAccessCases_EditCase